Wealthstar Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Wealthstar Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-18,256	Closed	-$2.42M	–	107
2021 Q2	$2.42M	Buy	+18,256	New	+$2.38M	0.76%	14
2020 Q1	–	Sell	-2,640	Closed	-$254K	–	83
2019 Q4	$254K	Hold	2,640	–	–	0.16%	49
2019 Q3	$236K	Sell	2,640 -40	-1%	-$3.61K	0.13%	56
2019 Q2	$245K	Sell	2,680 -400	-13%	-$36K	0.14%	50
2019 Q1	$276K	Sell	3,080 -1,408	-31%	-$124K	0.17%	42
2018 Q4	$362K	Sell	4,488 -674	-13%	-$60K	0.27%	31
2018 Q3	$521K	Sell	5,162 -24	-0.5%	-$2.41K	0.31%	26
2018 Q2	$519K	Buy	5,186 +1,926	+59%	+$177K	0.16%	25
2018 Q1	$283K	Buy	+3,260	New	+$284K	0.08%	36

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthstar Advisors's IJT Position: Q3 2021 in Review

Wealthstar Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2021, closing a stake of 18,256 shares — an estimated $2.42M sold.

Wealthstar Advisors first reported a position in IJT in Q1 2018 and held it in 9 quarters. The position peaked at $2.42M in Q2 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2021.

Wealthstar Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
Wealthstar Advisors sold 18,256 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $2.42M.
Wealthstar Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2018 and held it in 9 quarters.
Wealthstar Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.42M in Q2 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.